Private Client Trust Senior Manage

Private Client Trust Senior Manager – Top 20 Firm – Glasgow

Are you an experienced private client trusts professional seeking a dynamic opportunity where you can blend compliance oversight with high-level estate and inheritance tax planning advice? Do you want to take absolute ownership of a varied trusts portfolio and mentor junior colleagues within an award-winning, forward-thinking national practice?

About the Firm

This Top 20 Firm is a highly progressive and celebrated name within the accountancy and advisory sector, widely recognised for its people-first culture and industry-leading workplace environment. As a certified B Corp, the firm emphasises exceptional, red-tape-free client service alongside a strong commitment to sustainable social and environmental impact.

As a Private Client Trust Senior Manager, you will:

Take comprehensive ownership of a diverse portfolio of UK trusts and estates, serving as the primary relationship manager and trusted adviser for clients, trustees, and professional intermediaries.
Deliver bespoke trust, inheritance tax (IHT), and broader estate planning advisory services alongside partners and directors.
Review and oversee annual trust compliance obligations, including the precise preparation of trust tax returns, trust accounts, and routine trust administration.
Provide active technical coaching, mentoring, and commercial guidance to junior team members to support their professional development.

As the successful candidate you will:

Hold a relevant professional qualification such as CTA, STEP, or possess equivalent specialised public practice experience.
Demonstrate significant, proven experience managing complex trusts, estates, and related tax compliance processes within a professional practice environment.
Exhibit strong, up-to-date technical knowledge of trust taxation, inheritance tax principles, and estate administration.
Possess excellent client management capabilities with the professional confidence to independently deliver proactive advisory solutions.

What You’ll Receive

Unlimited holiday
Private medical care
Bonus scheme

At Austin Rose, we specialise in Public Practice recruitment and use our market insight to support professionals in securing roles aligned with their long-term ambitions.

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